The idea of ‘underappreciated change' is particularly prevalent in emerging markets according to Jupiter's Head of Strategy, Emerging Markets, Ross Teverson. Here he explains how the concept helps him identify opportunities.

Araujo runs M&G's recently launched Global Listed Infrastructure Fund and says the asset class provides a compelling proposition for long-term investors looking to diversify their portfolios. Specialist investors like M&G have bought into a wide range of the world's infrastructure - ranging from Australian airports to UK water companies with an array of port, energy and telecoms infrastructure in between.

The American economist Hyman Minsky once said that "stability is destabilising". Minsky's 'financial instability hypothesis', which we witnessed between 2007 and 2009, saw the collapse of the US housing and credit boom and, due to the subsequent policy...

The industry has been gripped by fears of an impending market correction for some time now and debating what could cause a pullback, but talk may have been premature as global equity markets continue to hit fresh record highs into the latter stages of...

In his outlook for 2018, Didier Saint-Georges, managing director at Carmignac, explains why investors should invest in gold as most other assets have the potential to be highly correlated if and when a market correction happens.